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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,545 | $53,128-35.0% | $86,582-60.1% | $70,126-50.7% |
| Participation rate | 62.5% | 65.3%-2.8pp | 73.5%-11.0pp | 69.5%-7.0pp |
| Annual return | 16.99% | 27.66%-10.7pp | 965.08%-948.1pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,211 | $2,068-41.5% | $2,839-57.4% | $2,343-48.3% |
| Participant deferral / active EE | $1,371 | $2,695-49.1% | $3,609-62.0% | $3,332-58.8% |
| Admin fee / account holder | $708 | $3,584-80.2% | $4,904-85.6% | $4,645-84.8% |